Service Advisor

3 weeks ago


Rochester, United States Thrivent Financial for Lutherans Full time

Our well established, high performing team is currently looking for a Client Service Advisor. This position provides support to Emerald Financial Groups existing client base. It serves as a resource to Financial Advisors and clients in handling, rese Service Advisor, Financial Advisor, Financial, Financial Planning, Advisor, Client Relations, Banking


  • Service Advisor

    4 hours ago


    Rochester Hills, United States Mercedes-Benz of Rochester Full time

    Service Advisor Every employee with Mercedes-Benz of Rochester is absolutely critical to its success. Our rapid growth and fast-paced environment make this an awesome place to work. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated.  Come join our team! Benefits: Medical, Dental, Vision...


  • Rochester, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rochester Hills, MI is an independent wealth management team that manages over $400M in assets and is seeking asharp, motivated, and detail-oriented Associate Financial Advisor to join their team. The...


  • Rochester, United States Barnes Agency Full time

    Job Description Job Description Join Our Team: Life Insurance Advisor Are you a passionate go-getter with a knack for building relationships and driving results? Do you thrive in a dynamic environment where your efforts are rewarded? We're seeking a motivated Life Insurance Advisor to join our team and revolutionize the way people approach life...


  • Rochester, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Pittsford/Rochester area to work plan sponsor relationships. This position will be responsible for 403(b)/457 enrollment, retirement and investment...


  • Rochester, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Pittsford/Rochester area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment,...


  • Rochester, United States Barnes Agency Full time

    Job DescriptionJob Description🌟 Join Our Team: Life Insurance Advisor🌟Are you a passionate go-getter with a knack for building relationships and driving results? Do you thrive in a dynamic environment where your efforts are rewarded? We're seeking a motivated Life Insurance Advisor to join our team and revolutionize the way people approach life...


  • Rochester Hills, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rochester Hills, MI is an independent wealth management team that manages over $400M in assets and is seeking asharp, motivated, and detail-oriented Associate Financial Advisor to join their team.The...


  • Rochester Hills, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rochester Hills, MI is an independent wealth management team that manages over $400M in assets and is seeking asharp, motivated, and detail-oriented Associate Financial Advisor to join their team.The...


  • Rochester Hills, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rochester Hills, MI is an independent wealth management team that manages over $400M in assets and is seeking asharp, motivated, and detail-oriented Associate Financial Advisor to join their team.The...

  • Service Advisor

    1 week ago


    Rochester, United States Crash Champions Full time

    Job DescriptionJob Descriptionb"Champions Do MoreAt Crash Champions, We Believe the Difference is Trust. Crash Champions is the one of the fastest growing and most exciting brands in the collision repair industry. The company is the largest founder-led multi-shop operator (MSO) of high-quality collision repair service in the U.S., serving customers and...


  • Rochester, United States Insero Talent Solutions Full time

     Insero Talent Solutions is recruiting a Client Service Associate for a dynamic financial services firm in Rochester, NY. Financial services firm seeks self-starter to keep growing office organized. This integral position will provide exceptional customer service to clients, work directly with, and support the administrative needs of our financial advisors...


  • Rochester, United States Insero Talent Solutions Full time

    Job DescriptionJob DescriptionInsero Talent Solutions is recruiting a Client Service Associate for a dynamic financial services firm in Rochester, NY.Financial services firm seeks self-starter to keep growing office organized. This integral position will provide exceptional customer service to clients, work directly with, and support the administrative needs...


  • Rochester, United States Bill's Automotive Full time

    Job DescriptionJob Description Bills Automotive Inc is a small business in Rochester, MI. We are professional, agile and our goal is to to add a motivated and knowledgeable employee to our team/Family. Our work environment includes: Modern office setting Growth opportunities Wellness programs Safe work environment Our automitive shop/dealership is...


  • Rochester, United States MassMutual New York State Full time

    Job DescriptionJob Description Financial Professional / Financial AdvisorAs a Financial Professional with MassMutual New York State you will guide individuals, families and businesses into the financial future they desire by utilizing our expansive insurance and financial product lines. You will be given the flexibility to build your own practice while...


  • Rochester, United States CIBC Full time

    Description d'emploi Tâches du titulaire En tant que membre de l’équipe Services bancaires personnels et PME, vous gérerez et développerez un portefeuille de clients spécialisés en gérant des relations clés, en créant des plans financiers complets et en fournissant un service client exceptionnel. À titre de Spécialiste en services...


  • Rochester, United States Paychex Full time

    Overview: Wholesales ePlan services other white label products to financial advisors across the country to generate 401(k) plan sales. They use inside sales techniques wholesaling, partnering and closing skills to generate proposal opportunities and assist advisors on closing and establishing plans. Responsibilities: Achieves corporate objectives in ePlan...


  • Rochester, United States Prudential Financial Full time

    Our goal is to hire the right person to join our fantastic financial planning team located in Rochester, MN. Responsibilities (summary): You will be joining a support team that manages the administrative tasks for a group Financial Advisors. Daily responsibilities and tasks take on a wide array of duties to help support the advisors and our clients.Financial...


  • Rochester, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Trust Officer

    1 week ago


    Rochester, United States gpac Full time

    Trust Officer A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts. Trust Officer Qualifications: Bachelor’s degree or equivalent JD and/or Masters degree 5-7 years of relevant trust...

  • Trust Officer

    2 weeks ago


    Rochester, New York, United States gpac Full time

    Trust OfficerA Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.Trust Officer Qualifications:Bachelor's degree or equivalentJD and/or Masters degree5-7 years of relevant trust administration...